Asset Allocation

Asset allocation is a strategy used to distribute investments among various classes of investment vehicles, such as stocks and bonds.

Several stages are involved in the Financial Innovations, LLC approach to the asset management process. Our first goal is to help our clients feel comfortable and build a sense of trust. Second, we learn more about their situation and goals, including both emotional as well as financial goals. Next, we educate clients about options to meet these goals, and finally, we work with them to implement a Financial/Emotional Plan™.

We typically use no-load mutual funds that have a competitive fee ratio. This provides diversification as well as cost efficiency. In determining the investments to recommend, we look at each mutual fund manager, as well as the fund family and other relevant factors.

In addition, we recommend stocks, individual corporate and municipal bonds, Exchange Traded Funds, and other investment vehicles. In some cases, we recommend bond funds, depending on market conditions.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.